Dana,
I have another question about my 1099-R situation. Please review the previous messages in case you need to refresh your memory in regards to my particular situation.
Since I amended my 2019 tax year taxes using a 1040-X and showed that I owed taxes on the gains, namely $210.71 (shows as $211) when I do my 2020 tax year taxes do I need to enter the amounts from my 1099-R for box 1 ($7,000) and box 2 ($210.71) ? I recall you said that I do not have to include the 1099-R with my 2020 tax year taxes. If I am paying tax on the gains for the amended 2019 tax year it does not seem like I would have to include the $210.71 and pay taxes on it a second time. Not sure how this works and what I need to include on my 2020 tax year taxes in regards to the 1099-R and the Box 1 and 2 and Box 7 (Distribution Codes) PJ in this case. Thanks so much for you continue help with this. Lee
